Regional Director
Leads client activation, adoption, and relationship management for bank and credit union SaaS platform, driving usage, marketing activations, upsells, and feedback to product team. Requires 5+ years in account management and strong understanding of financial systems.
About the job
Responsibilities
- Lead the institution activation process, ensuring a smooth transition from sales to active usage of ModernFi's platform
- Be a strategic partner to our clients, ensuring they understand and can effectively utilize all platform features
- Oversee joint marketing activations with clients, coordinating between internal teams (Institution Success, Marketing, Sales) and client stakeholders
- Provide ongoing support to clients, addressing inquiries and resolving issues promptly
- Regularly check in on client usage, identify patterns, and proactively suggest ways to increase platform utilization
- Develop and maintain strong, long-lasting client relationships, serving as the primary point of contact
- Work closely with founding team and the Institution Success team to develop strategies for increasing client engagement and usage
- Identify and communicate upsell opportunities based on client's strategic growth goals
- Gather and communicate client feedback on the product to drive platform improvements
Requirements
- Energized by collaborating with clients and experience in a revenue-generating function
- 5+ years of experience in relationship management, account management or similar roles
- Excellent communication and interpersonal skills for client-facing and internal interactions
- Energized by meeting with key partners in person (and willingness to travel accordingly)
- Proven ability to manage multiple clients and work streams simultaneously
- Strong problem-solving skills and attention to detail
- High level of organization and professionalism, and comfort with data-driven marketing practices
- Ability to handle nebulous problems and shifting priorities with flexibility, patience, and skill
- Excited by the prospect of life- and career-changing work in a startup environment
- High EQ, trustworthy, and calm under pressure
- Strong understanding of financial systems, markets, technology, and banking
Benefits
- Generous salary
- Unlimited PTO
- 401(k)
- Premium health, dental, and vision insurance
- Significant equity and commission
Skills
Account Management, Client Relationship Management, SaaS Platforms, Data-Driven Marketing, Financial Systems, Banking Technology, Client Engagement, Upsell Strategies, Marketing Coordination, Problem Solving
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